Baldwin Wealth Partners’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Baldwin Wealth Partners’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-700	Closed	-$37.9K	–	526
2024 Q3	$37.9K	Hold	700	–	–	﹤0.01%	599
2024 Q2	$34.6K	Hold	700	–	–	﹤0.01%	399
2024 Q1	$36.7K	Hold	700	–	–	﹤0.01%	407
2023 Q4	$34.1K	Hold	700	–	–	﹤0.01%	429
2023 Q3	$30.9K	Hold	700	–	–	﹤0.01%	457
2023 Q2	$32.7K	Hold	700	–	–	﹤0.01%	467
2023 Q1	$31.9K	Hold	700	–	–	﹤0.01%	484
2022 Q4	$30.6K	Buy	+700	New	+$30.1K	﹤0.01%	485

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Baldwin Wealth Partners's FMAT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2024, closing a stake of 700 shares — an estimated $37.9K sold.

Baldwin Wealth Partners first reported a position in FMAT in Q4 2022 and held it in 8 quarters. The position peaked at $37.9K in Q3 2024. 111 funds tracked by Wall St. Rank hold FMAT as of Q4 2024.

Baldwin Wealth Partners reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 700 Fidelity MSCI Materials Index ETF shares in Q4 2024, an estimated $37.9K.
Baldwin Wealth Partners first reported a position in Fidelity MSCI Materials Index ETF in Q4 2022 and held it in 8 quarters.
Baldwin Wealth Partners's Fidelity MSCI Materials Index ETF position peaked at $37.9K in Q3 2024.
111 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.